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The basics behind the social-media button

May 13, 2012

What if there were a button that, when pressed, would transport your desk into the middle of a crowd of millions of potential customers? Or a button that would allow you to look through the office windows of thousands of other professionals...

Forget the slideshow: There's only one reason advisers need social media

May 9, 2012

Here's a surprising stat from our 2012 survey of independent broker-dealers: 79.5% of independent broker-dealers permit their reps and advisers to use social media for professional purposes. (See the list here.) It would be simple to look at...

Why B2B companies should use social media

May 8, 2012

The following is excerpted from a blog entry at Crain's Social Media Group. Earlier this week, I taught a class, Creating Your Company's Social Media Strategy, at the Chicagoland Chamber of Commerce. The class was only 90 minutes and we had...

Advisers say iPad makes them more efficient

May 2, 2012

Financial advisers are finding themselves hooked on Apple Inc.'s iPad because of certain applications that they say boost their business productivity and help in client meetings. For advisers who have invested in the tablet, it has become the...

Is Pinterest the next big social network for advisers?

April 10, 2012

Because Pinterest is so new in the social media world, a very small number of financial advisors are using the platform. That means there is an untouched audience of 73 million just waiting to be influenced by you. Have you heard the hype about...

Advisers on FaceBook IPO: Yawn

April 2, 2012

As public stock offerings go, it appears that Facebook Inc. is about to hit an epic home run. But financial advisers are less pumped up than their clients. According to an ongoing survey of financial advisers being conducted by InvestmentNews,...

The 15 financial advisers all advisers should follow on Twitter

March 20, 2012

Last week, we posted the top 20 feeds for financial advisers to follow on Twitter, courtesy of Fushion Analytics' Josh Brown, a.k.a. The Reformed Broker. These feeds mainly highligted news and information sources that have taken to Twitter like...

Shorts betting big against rebound at RIM

March 14, 2012

Research In Motion Ltd. Ticker:(RIM) shares have lost more than 90 percent of their value since mid-2008. That hasn't stopped a surge in bets that the stock will sink further as the BlackBerry maker prepares to report earnings. Short interest...

20 Twitter feeds all financial advisers should follow

March 13, 2012

Few financial advisers have used social media (do not insert period yet) as successfully as Josh Brown, also known by many as The Reformed Broker. He has thousands of followers on Twitter (19,206 as of 1pm today, to be exact) and expands his...

Why social media matters

February 13, 2012

Some advisers have adopted social media strategies that have now actually translated into new business. Here's how.

Don’t believe the hype of Facebook IPO: Asset manager

February 8, 2012

The initial public offering market has been on a tear lately, but the level of hype around Facebook Inc.’s upcoming IPO should serve as a sign of caution to investors, according to Josef Schuster, chief executive of IPOX Capital Management...

Wealthy clients on FaceBook deal: Z-z-z-z-z ...

February 2, 2012

Wealthy investors aren't clamoring for a piece of Facebook Inc. (FB)'s initial public offering because some own the stock through private transactions while others shy away from risky technology deals, according to advisers. “It's kind of...

Mind your social-media compliance programs: SEC

January 5, 2012

Investment advisers should examine the effectiveness of social-media compliance programs, the SEC said yesterday in a risk alert. The alert was based on findings from recent SEC adviser examinations and came as the Securities and Exchange Commission...

SEC accuses 'RIA' of using LinkedIn in alleged scam

January 4, 2012

The SEC has filed a cease-and-desist order against an Illinois man who called himself a registered investment adviser and a representative of a broker-dealer online and used social media in an attempt to scam gullible investors. Anthony Fields,...

Tweet away: Finra backs off social-media posting regs

December 30, 2011

The Financial Industry Regulatory Authority Inc. has backed away from a proposal that would have required broker-dealers to file social-media postings with the regulator. In an update to a package of proposed communications rules filed with...

Advisers embrace media, old and new

December 19, 2011

Long before there was social media, advisers took to the airwaves to get their messages out. Stanley H. Molotsky started the “Molotsky Money Hour” on radio stations near the Southern New Jersey headquarters of his advisory firm, The SHM...

IG who's hounded SEC in doghouse over adviser's YouTube video

November 23, 2011

The U.S. Securities and Exchange Commission's internal watchdog has come under scrutiny for comments he made in a 75-minute videotaped interview about the agency and the stock market to a man who markets a “crash-proof retirement” plan through...

Adviser's YouTube video attracts $1M client

November 2, 2011

While it'll never compete with Justin Bieber, one financial planner's You Tube post on financial standards of client care has become an unlikely hit. (Watch video below) In “Top 7 Things Your Wall Street Broker Doesn't Want You to Know,”...

Advisers not using social media are missing out on clients: survey

August 16, 2011

Financial advisers who aren't social networking are losing potential customers, especially among the affluent, according to a survey of wealthy investors. These investors may consider an adviser or provider to be “behind the times” if they...

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